Strategies – Page 182 – Smarter Investing

In Europe, I most certainly do expect a market rally, and I expect it to be substantial.

The optimistic case for Europe. And how to play it

We diversified into three new sectors: consumer staples, consumer discretionary, and telecommunications services.

There is a backup list of screened stocks ready to be subbed into the Sustained Momentum model should any of the current investments start to falter.

Clearly there would be some inconsistencies to correct in this gentleman’s mindset.

One way to reduce correlation with the S&P: find stocks with a history of lower volatility than the index.

This balanced portfolio is complemented by defensive positions

With so many negative headlines, it is often possible to lose sight of the long-term positives for equity investors.

Global deleveraging may be the most powerful force weighing on the market.

Events in Spain or Italy tell us nothing about the long term demand for goods and services from Apple to Varian Medical.

ETFs tend to have low costs when compared with other kinds of investment funds.

I felt it prudent to reduce exposure to volatility given the uncertainty of the Greek elections.

Preserving assets was the goal in June, which led to swapping out more stocks than usual in a tough tape, says investment manager Bob Freedland.